Category: Reporting

Mary Lenehan

One of the most commonly asked questions from my Microsoft Dynamics GP customers is – how do I see how much I paid a certain vendor by GL account? For example: if you need to see all the legal fees paid to several different law firms, where do you go to get this information quickly … Read more

Amber Tselios

Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone doesn’t often drive meaningful change; … Read more

Guillermo Pineda

Something we have all probably struggled with is finding which fields to use on our report in Acumatica. As an Acumatica developer, I’ve learned lots of time-saving tricks. Here’s the quickest way to find the field you need: Use the inspect element to bring up the field name in the Element Properties window. How to … Read more

Sean Casey

We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more

Georgia Stewart

We have had several clients inquire about the impact on the Retained Earnings Account during the Year End Close process. Here is an explanation. During the Year End Close process, Microsoft Dynamics GP uses the Posting Type of each account to determine which accounts are Balance Sheet vs. P&L accounts. For all of the P&L … Read more

Joel McDonnell

We recently shared some tips on Acumatica’s powerful dashboards and presented a webinar on the new features in Acumatica 2017 R2 with the new modern user interface. While dashboards are powerful reporting tools that can provide great insight into financial and operational areas, access to a dashboard requires the same consideration as any other screen or … Read more

Joe Garcia

Do your bank or auditors need an AR roll forward report? Many times I work with businesses who do asset-based borrowing and this report is required. The AR Roll Forward report details all the transactional accounts receivable activity in a period, with the beginning and ending balances tying back to the source report – AR … Read more

Melissa Paglia

Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team. However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first. Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more

Georgia Stewart

Which vouchers have attachments? In Dynamics GP, the Document Attach feature allows you to connect documents such as requisitions, credit reports, and images to master records and transactions. An easy way to quickly see whether a payable voucher has an attachment is to create a SmartList. Read on to find out more and download our … Read more

Tiffany Bennett

Acumatica comes with over 250 standard reports; however, one of the most common requests we get is how to set up a Quarter-to-Date (QTD) financial report. Using Acumatica ARM, there’s no hidden columns needed – you just run the financial reports for a Quarter-end period. Here’s How: Here’s an example of a column output for … Read more

John Cooper

Dashboards can be a powerful reporting tool, based on any information within the Acumatica system. They are visually pleasing and easy to see the data important to you. Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind. You can also configure several different dashboards and they … Read more

Jen

We’ve been waiting for what seems to be a very long time for a Power BI Dynamics GP Content Pack. The wait is OVER! This Power BI Content Pack includes pre-built reports for your Dynamics GP data on: Financials Sales Purchasing Inventory This content pack helps you with the relationships between your Dynamics GP data, … Read more

Jen

An easy to follow guide for beginners and end users – like me! This guide is designed for end users like me, to help you to get up and running with Power BI. Maybe you’ve heard of Microsoft Power BI and even tried playing around with it. However, I find if you don’t have a … Read more

Brenda Senger

March was a big month of updates for Power BI. I am really excited about some of the new additions they released. Here are my highlights from this recent round of updates to Microsoft Power BI. Custom Report Page Tooltips (Preview Mode) What are tooltips? It’s a message that appears when a cursor is positioned … Read more

Mary Lenehan

I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more

Jen

Sometimes you need to know what access users have in Microsoft Dynamics GP. Maybe for an audit or just a routine cleanup of your system. Luckily, there are some pre-loaded or ‘canned’ reports in Dynamics GP that you can use. How to: To access the User Security reports, you first must have security access to … Read more

Brandon Richards

CAUTION – If you’re using MR with the Legacy connection to Microsoft Dynamics GP, when importing a NEW company to MR, be careful. You want to make sure you check the boxes for “Skip Import” for all the existing companies that are setup if you are using multiple Building Block Groups (also known as Specification … Read more

Jen

Microsoft Power BI – it’s been the buzz for a while now, but maybe you haven’t found the time to dig through all that information and try it out yet. We get it; there is so much out there that it can be overwhelming. Download our free Power BI Training Resources, packed full of links … Read more

Jen

Have you found yourself spending hours preparing detailed reports for a Board meeting only to have them glanced at and tossed aside? Yeah, us too. So we thought we would put together our top tips that will ensure your reports are the highlight of the meeting. Tip #1 Know Your Board Most boards bring a … Read more

Tiffany Bennett

Management Reporter (MR) has many different levels of security, to restrict users to specific companies and reports. Understanding how they work will make it easier for setting up users and distributing reports. User Security – To get started, set up users and assign them company access under the Security menu item in the bottom left corner … Read more

Georgia Stewart

Download the PDF with instructions to learn time-saving ways to duplicate format changes to your other reports, historical versions of reports, and documents in Dynamics GP. There are a couple variations on how to do this, depending if you are using the Dynamics Report Writer or Word Templates.

Tiffany Bennett

Have you ever gotten the “Divide by 0 Error” when you go to run a report in FRx Report Designer? And to top if off, then the report does not print. Other users can print FRx reports just fine, but for you, it happens on all reports. This error appears if you print to the … Read more

Brandon Richards

If you’re trying to deploy SQL Server Reporting Services Reports (SSRS) and it keeps failing, saying you don’t have permission, it might be because you have SQL Express. Dynamics GP Error Message: You do not have security access to the location where you want the reports to be deployed Report deployment with SSRS is NOT … Read more

Misty Galbreth

Setting Your Default Company in Management Reporter (MR) The first time you login into Management Reporter Designer as a new user, or the first time you login after an upgrade, you may notice that you are missing all of your report options on the left hand side. You might find yourself looking at the Security … Read more